Traditional Fixed Annuities in Marion, North Carolina
Traditional Fixed Annuities In Marion, North Carolina
In Marion, North Carolina
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GROW YOUR RETIREMENT SAVINGS WITH BANKERS LIFE TRADITIONAL FIXED ANNUITIES IN Marion
A traditional fixed annuity is an insurance product designed to accumulate tax-deferred money (during what is called the accumulation phase), with principal that isn’t subject to market volatility. An annuity is one of the few savings vehicles that can guarantee payments for life (during what is called the payout phase). In the range of accumulation options, an annuity is generally considered a safe option. That’s because annuities offer principal protection, in addition to guaranteed interest accumulation, to help grow money for retirement.
BENEFITS OF TRADITIONAL FIXED ANNUITIES IN Marion in Marion, North Carolina
Our traditional fixed annuity enables you to grow your money through a fixed interest rate, on a tax-deferred basis. Your principal is protected from any losses because the money in your annuity is not affected by market performance.
Protects principal from market volatility and guarantees a minimum interest rate
Allows you to access your money in times of uncertainty
Aids in saving money over a long period of time
Accumulate funds for retirement
Tax-deferred interest accumulation
Death benefit paid to beneficiaries
INCLUDED RIDERS in Marion, North Carolina
Convalescent care rider²
This rider is included automatically and allows one additional free partial withdrawal equal to 10% of the single premium. Funds may be accessed after 30 consecutive days of qualified nursing home care beginning one year from the issue date. The rider is available through issue age 75.
Terminal illness rider²
This rider is included automatically and allows for one free partial withdrawal up to 75% of the single premium after the rider is in force one year. Funds may be accessed when a doctor certifies terminal illness expected to cause death within a year. The rider is available through issue age 75.
²Based on state availability.
How do I know if I’m eligible for a traditional fixed annuity? Marion, North Carolina
- Find out if you're eligible by scheduling an appointment with an experienced, licensed Bankers Life agent/producer.
- Together with your agent/producer, you'll determine if a traditional fixed annuity will satisfy your investment goals to help meet your financial needs.
- You'll also be required to complete a suitability review to determine if the traditional fixed annuity is suitable for you based on your financial situation and objectives.
FREQUENTLY ASKED QUESTIONS ABOUT TRADITIONAL FIXED ANNUITIES in Marion, North Carolina
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About Bankers Life in Marion, North Carolina
Bankers Life in Marion, North Carolina is here to help you build a plan that provides security and peace of mind. With Medicare Supplement insurance, life insurance, long-term care insurance, supplemental health insurance and annuities, we can help you plan for medical expenses, protect your life savings, provide for your loved ones and more. Visit us at our Marion, North Carolina location, or contact us at (888) 995-6811. Get a quote today!